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Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
926
Treasurer of the State of North Carolina
North Carolina
$139K +$137K +11,113 New
WPW
927
Waldron Private Wealth
Pennsylvania
$139K +$138K +11,186 New
LIA
928
LBMC Investment Advisors
Tennessee
$137K -$7.35K -597 -5%
AL
929
Aspiriant LLC
California
$137K -$1.61K -131 -1%
CWM
930
Circle Wealth Management
New Jersey
$136K -$102K -8,247 -43%
KFGK
931
Keystone Financial Group (Kentucky)
Kentucky
$136K +$127K +10,316 New
TPWA
932
TRUE Private Wealth Advisors
Oregon
$136K +$135K +10,964 New
Cerity Partners
933
Cerity Partners
New York
$135K -$75.2K -6,108 -36%
CFD
934
Creative Financial Designs
Indiana
$134K -$36.2K -2,942 -22%
PAG
935
Pinnacle Advisory Group
Maryland
$134K -$14.5K -1,179 -10%
DA
936
Doliver Advisors
Texas
$134K +$132K +10,700 New
APG
937
Abacus Planning Group
South Carolina
$134K +$132K +10,734 New
BFC
938
Bedel Financial Consulting
Indiana
$134K +$132K +10,757 New
AB
939
Atlas Brown
Kentucky
$133K -$30.7K -2,497 -18%
BAC
940
Boys Arnold & Co
North Carolina
$133K -$27.1K -2,200 -17%
MIA
941
MainStreet Investment Advisors
Illinois
$133K +$131K +10,638 New
MIC
942
Meridian Investment Counsel
California
$133K +$131K +10,643 New
PAM
943
Paradigm Asset Management
New York
$132K +$130K +10,550 New
PI
944
Pettee Investors
Connecticut
$130K -$18.5K -1,500 -13%
GA
945
GFS Advisors
Texas
$130K – – –
IIM
946
Ipswich Investment Management
Massachusetts
$129K – – –
ClearBridge Investments
947
ClearBridge Investments
New York
$129K +$61.6K +5,000 +91%
WSFS
948
Wilmington Savings Fund Society
Delaware
$129K +$128K +10,363 New
LSAG
949
Lake Street Advisors Group
New Hampshire
$129K +$128K +10,367 New
RG
950
Rathbones Group
United Kingdom
$128K -$10.7K -870 -8%